Fiduciary Planning LLC
Filing Date
Global Rank
#6,636
/ 8,232
▲ 97
Top Industry
Semiconductors
18.0%
3Y Alpha vs SPY
-2.0%
Period ended 2 months ago
Filed Apr 27, 2026 · 48d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.8%
SPY
+76.3%
Annualised alpha
-2.0%
Max drawdown
−23.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
12.6%
−0.4 pts
Top 5
41.3%
−0.5 pts
Top 10
65.3%
−1.3 pts
HHI
543
Diversified−17
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.1% | $15,484,810 |
| Consumer Cyclical | 14.5% | $6,426,399 |
| Unclassified | 13.5% | $5,952,950 |
| Communication Services | 9.2% | $4,047,256 |
| Financial Services | 7.2% | $3,198,400 |
| Industrials | 5.9% | $2,616,255 |
| Energy | 5.1% | $2,234,740 |
| Healthcare | 4.7% | $2,070,999 |
| Utilities | 2.7% | $1,211,562 |
| Basic Materials | 2.1% | $932,182 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HOOD | Robinhood Markets, Inc. | +2,931 | 10,024 | $694,663 | |
| PLTR | Palantir Technologies Inc. | +1,914 | 5,894 | $862,174 | |
| NET | Cloudflare, Inc. | +546 | 3,136 | $647,082 | |
| SHOP | Shopify Inc. | +493 | 9,787 | $1,160,933 | |
| CRWD | CrowdStrike Holdings, Inc. | +200 | 801 | $312,718 | |
| AVGO | Broadcom Inc. | +31 | 11,192 | $3,464,035 | |
| MSFT | Microsoft Corp | +9 | 6,421 | $2,376,861 | |
| JNJ | Johnson & Johnson | +5 | 4,498 | $1,099,491 | |
| ABBV | AbbVie Inc. | +3 | 936 | $203,570 | |
| XOM | Exxon Mobil Corp | +3 | 7,458 | $1,265,324 | |
| GOOGL | Alphabet Inc. | +2 | 7,469 | $2,147,785 | |
| BAC | Bank Of America Corp /De/ | +1 | 8,136 | $396,630 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EOSE | Eos Energy Enterprises, Inc. | −27,348 | 109,696 | $544,092 | |
| IBIT | iShares Bitcoin Trust ETF | −10,591 | 9,794 | $376,285 | |
| PFE | Pfizer Inc | −1,065 | 7,433 | $208,718 | |
| SPY | Spdr S&P 500 ETF Trust | −858 | 8,575 | $5,576,665 | |
| NVDA | Nvidia Corp | −332 | 16,134 | $2,813,769 | |
| AAPL | Apple Inc. | −93 | 11,886 | $3,016,547 | |
| TSLA | Tesla, Inc. | −84 | 7,536 | $2,801,508 | |
| MU | Micron Technology Inc | −80 | 1,788 | $604,057 | |
| AMZN | Amazon Com Inc | −76 | 16,120 | $3,357,312 | |
| JPM | Jpmorgan Chase & Co | −34 | 4,731 | $1,391,670 | |
| META | Meta Platforms, Inc. | −18 | 3,320 | $1,899,471 | |
| No positions match the current search. | |||||
40 positions ·
$44,175,553 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 8,575 | $5,576,665 | 12.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 11,192 | $3,464,035 | 7.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 16,120 | $3,357,312 | 7.60% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,886 | $3,016,547 | 6.83% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 16,134 | $2,813,769 | 6.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 7,536 | $2,801,508 | 6.34% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,421 | $2,376,861 | 5.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,469 | $2,147,785 | 4.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 3,320 | $1,899,471 | 4.30% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 4,731 | $1,391,670 | 3.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 7,458 | $1,265,324 | 2.86% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 9,787 | $1,160,933 | 2.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 4,498 | $1,099,491 | 2.49% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 12,042 | $974,799 | 2.21% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Held | 3,209 | $932,182 | 2.11% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 5,894 | $862,174 | 1.95% | |
| MMM |
3M Co
Industrials
|
Held | 5,434 | $789,179 | 1.79% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 10,024 | $694,663 | 1.57% | |
| NET |
Cloudflare, Inc.
Technology
|
Added | 3,136 | $647,082 | 1.46% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,788 | $604,057 | 1.37% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 608 | $559,220 | 1.27% | |
| EOSE |
Eos Energy Enterprises, Inc.
Industrials
|
Reduced | 109,696 | $544,092 | 1.23% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Held | 2,698 | $527,189 | 1.19% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 8,136 | $396,630 | 0.90% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,880 | $388,972 | 0.88% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 9,794 | $376,285 | 0.85% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 801 | $312,718 | 0.71% | |
| LMND |
Lemonade, Inc.
Financial Services
|
NEW | 4,947 | $310,077 | 0.70% | |
| COP |
Conocophillips
Energy
|
Held | 2,305 | $304,260 | 0.69% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 1,326 | $299,715 | 0.68% | |
| PSX |
Phillips 66
Energy
|
NEW | 1,516 | $276,184 | 0.63% | |
| DORM |
Dorman Products, Inc.
Consumer Cyclical
|
Held | 2,564 | $267,579 | 0.61% | |
| SO |
Southern Co
Utilities
|
Held | 2,453 | $236,763 | 0.54% | |
| TREX |
Trex Co Inc
Industrials
|
Held | 6,400 | $233,088 | 0.53% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 935 | $226,634 | 0.51% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,156 | $222,992 | 0.50% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 7,433 | $208,718 | 0.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 428 | $205,097 | 0.46% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 936 | $203,570 | 0.46% | |
| IREN |
IREN Ltd
Financial Services
|
NEW | 5,842 | $200,263 | 0.45% |